Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.
Tag: Financial Software
How can prepping client meetings be made more efficient?
Preparing for client meetings is time consuming. Generating the graphs, creating pictorials and tangilbles so that your high net worth clients can appreciate their performance…. is a lot of work. Software has been created to solve this: CRM2plus is some of the best software available for the Canadian market.
Resolutions for 2017 – Finance
Investing is like dieting. No one really wants to get on that scale and see the actual numbers. This year, take charge of your financial future. Take an interest in the details. Its not too hard to figure out if you have the right tools….
Tired of using Excel to Prepare for Client Meetings?
Attention portfolio managers: there are tools that allow you to show clients graphically, what has been invested over time, market value, and performance. There are tools that require much less of your time than Excel, or your legacy system, and provide better results.
One such software tool, CRM2plus, satisfies and goes several steps beyond recent CRM2 regulations regarding performance, allowing you to demonstrate the value of your advice.
Just in time for RRSP season, new software to put you in charge of your finances:
Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: CRM2plus.com
It’s Time to Get Professional Advice
It’s time to get professional advice – by guest blogger Anne Leroux The time when retirement planning was straightly mapped … More
CRM2 Reporting made Easy
CRM2 reporting requirements are coming. In the UK and Australia, where similar rules were adopted, the fallout was huge in … More
The Phases of CRM2 – An Infographic
This infographic, courtesy of Mackenzie Investments, depicts an excellent summary of the CRM2 rules, from what’s already been implemented, to … More
CRM2 – What You Need to Know
There’s a lot of information swirling around with respect to the implementation of CRM2 – the good, the bad and … More
CRM2 and IRR
On June 14, 2012, the Canadian Securities Administrators (CSA) published for comment a second version of amendments to National Instrument … More
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